The site for Paraplanners and Paraplanning in the UK
From the category archives:
In this article, Phil Billingham of Perception Support considers the relationship a client has with an advisory form and the role paraplanners play. In this article we are going to look at the core of a Professional Services company – the relationship with it’s clients. And the first thing to look at is – [...]
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Some snippets of news you may have missed over the last week Skandia Skandia is looking to launch a multi-manager Alternative Investment fund. The fund will include water, infrastructure, precious metals, currency, soft commodities and timber funds, amongst others. Skandia said: ‘Despite recent volatility in markets, investors are looking for something new and innovative to [...]
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Snippets from last week’s news you may have missed. With grateful thanks to Financial Adviser, Money Marketing, New Model Adviser and Professional Adviser. Eclectica A new fund which aims to invest in global agricultural commodities has been launched by Eclectica Asset Management. The specialist asset manager is offering its CF Eclectica Agricultural Futures fund, which [...]
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With discussions over the Retail Distribution Review (RDR) drawing to an initial conclusion, Mike Goldsmith of Wizard Learning considers what it takes to achieve Chartered status with the Personal Finance Society and also briefly assesses a couple of alternatives. Many of you will be aware of the proposals outlined in the FSA’s RDR discussion paper [...]
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We have just finished the most recent phase of CII exams and as paraplanners exams play a vital role in increasing our technical knowledge whilst demonstrating our technical competence. It is generally up to us to be the most technically qualified part of the industry and therefore as exams are important for us it is [...]
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Continuing with our feedback on training courses, seminars and workshops here is my review of the recent Morningstar Investment Conference. Who was the organiser? Morningstar Where was it held? Hilton Metropole Hotel, London How long did it last? All day (I only attended the first day) What was the format? This was conference format. You [...]
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Wizard Learning provide a wide variety of learning solutions to help financial services professionals pass recognised industry qualifications as well as developing their technical knowledge and key skills. This includes online assessments and training for the Certificate in Financial Administration, Certificate in Financial Planning, Diploma in Financial Planning, Advanced Diploma in Financial Planning and CeMAP. [...]
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There are so many exams and qualifications around these days that it is sometimes hard to work out which CFP people are referring to (should always be Certified Financial Planner in my book) and how many credits you actually need to get to Diploma level. We also have the CII, PFS, IFS and IFP providing [...]
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We are always looking for information to give to other paraplanners and we have asked for feedback from paraplanners and administrators about courses they have been on or seminars they have attended. I was fortunate to be able to attend the Financial Adviser Expo 2008 conference in Harrogate and thought I would share my thoughts.If [...]
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Paraplanners often get the opportunity to attend training or seminars or exhibitions or breakfast meetings and we would love to hear your experiences of these. It would also be good to let everyone else, who may be thinking of going on a similar event: what you thought of it, what you got out of it, [...]
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